Table of Contents
Step 0: Overview and Help #
Before you begin, you can find a high-level overview of your organized and unfiled forms and views by navigating to:
- GravityOps → Folders4Gravity → Overview
This page provides counts of filed vs. unfiled items and quick links to the management screens. This documentation is also available right in your dashboard under the Docs tab of the same GravityOps → Folders4Gravity page.
Step 1: Create Your First Folder #
- Navigate to:
- Forms → Form Folders for organizing Gravity Forms
- GravityKit → View Folders for organizing GravityView Views (if installed)
- Find the field to enter a Folder Name.
- Enter a folder name, such as “Client Forms — 2025” or “Nonprofit Campaigns,” and click Create Folder.
Now, you have an empty folder ready for organizing your forms or views.
Step 2: Assign Forms/Views to Folders #
- Navigate to the Folder Management Screen for forms or views.
- Under Assign Form(s) to a Folder (or Assign View(s) to a Folder for GravityView), use the multi-select dropdown to select one or more forms/views that you want to add to a folder.
- Choose the folder you created earlier from the Select a Folder dropdown.
- Click the Assign Form(s) or Assign View(s) button.
- Alternatively navigate into the folder and assign from there.
Managing Unfiled Items #
Any forms or views that are not yet assigned to a folder are considered “unfiled.” You can manage these directly from the main Form Folders or View Folders management screens:
- Look for the Assign Form(s) to a Folder widget on the management page.
- The dropdown will list all forms/views that are currently available for assignment.
- Selecting items and assigning them to a folder will instantly move them out of the “unfiled” pool and into your chosen structure.
Your forms/views are now placed into the folder, and the folder’s item count will update next to its name.
